Tax Planning

Tax Planning

Maximising tax advantages with Sinclair Upton Capital Management

Wherever you are in the world, regulations surrounding taxation are regularly updated, and much effort is spent scrutinising the changes and discovering what the implications are. Will it be beneficial or cost us more money and what can we do about it?

It is not a simple task, and professional assistance is generally the best solution. Where many see uncertainty and doubt, at Sinclair Upton Capital Management, we believe that with change comes opportunity. While taxation is not always the most significant factor affecting investment decisions, it can be incorporated as part of your overall strategy to make sure that allowances are not wasted, and unnecessary tax bills avoided.

At Sinclair Upton Capital Management we understand each client has a unique situation and being in different countries, is affected differently by the relevant tax burdens.

By coordinating with your local tax advisor, we can make sure that the available opportunities are taken advantage of, and the process is as profitable for you as it can be.

Our tax planning services take into account factors such as:

• Minimising Income Taxes: Managing your taxable income to decrease your income tax liability.
• Deferral: Considering investments and strategies that could lead to the postponement of tax liabilities.
• Investment Tax Planning: Adjusting your portfolio to allow individualised management of your investments.
• End of year: Reducing taxable gains by realigning your investment to balance gains and losses. (Subject to overriding investment opinion)
• Inheritance Tax: Ensuring your beneficiaries are not unduly burdened.